Statistics: member stats independent of fee type

lib/mv/statistics.ex

@@ -121,9 +121,14 @@ defmodule Mv.Statistics do
       MembershipFeeCycle
       |> Ash.Query.filter(expr(cycle_start >= ^first_day and cycle_start <= ^last_day))
 
-    opts_with_domain = Keyword.put(opts, :domain, MembershipFees)
+    query = maybe_filter_by_fee_type(query, opts)
+    # Only pass actor and domain to Ash.read; fee_type_id is only for our filter above
+    opts_for_read =
+      opts
+      |> Keyword.drop([:fee_type_id])
+      |> Keyword.put(:domain, MembershipFees)
 
-    case Ash.read(query, opts_with_domain) do
+    case Ash.read(query, opts_for_read) do
       {:ok, cycles} -> cycle_totals_from_cycles(cycles)
       {:error, _} -> zero_cycle_totals()
     end
@@ -158,6 +163,24 @@ defmodule Mv.Statistics do
     }
   end
 
+  defp maybe_filter_by_fee_type(query, opts) do
+    case Keyword.get(opts, :fee_type_id) do
+      nil ->
+        query
+
+      id when is_binary(id) ->
+        # Only apply filter for valid UUID strings (e.g. from form/URL)
+        if Ecto.UUID.cast(id) != :error do
+          Ash.Query.filter(query, expr(membership_fee_type_id == ^id))
+        else
+          query
+        end
+
+      id ->
+        Ash.Query.filter(query, expr(membership_fee_type_id == ^id))
+    end
+  end
+
   @doc """
   Returns the sum of amount for all cycles with status :unpaid.
   """
@@ -167,9 +190,14 @@ defmodule Mv.Statistics do
       MembershipFeeCycle
       |> Ash.Query.filter(expr(status == :unpaid))
 
-    opts_with_domain = Keyword.put(opts, :domain, MembershipFees)
+    query = maybe_filter_by_fee_type(query, opts)
 
-    case Ash.read(query, opts_with_domain) do
+    opts_for_read =
+      opts
+      |> Keyword.drop([:fee_type_id])
+      |> Keyword.put(:domain, MembershipFees)
+
+    case Ash.read(query, opts_for_read) do
       {:ok, cycles} ->
         Enum.reduce(cycles, Decimal.new(0), fn c, acc -> Decimal.add(acc, c.amount) end)
 

lib/mv_web/live/statistics_live.ex

@@ -8,23 +8,49 @@ defmodule MvWeb.StatisticsLive do
 
   import MvWeb.LiveHelpers, only: [current_actor: 1]
   alias Mv.Statistics
+  alias Mv.MembershipFees.MembershipFeeType
   alias MvWeb.Helpers.MembershipFeeHelpers
 
   @impl true
   def mount(_params, _session, socket) do
     socket =
       socket
-      |> load_statistics()
       |> assign(:page_title, gettext("Statistics"))
+      |> assign(:selected_fee_type_id, nil)
+      |> load_fee_types()
+      |> load_statistics()
 
     {:ok, socket}
   end
 
   @impl true
-  def handle_params(_params, _uri, socket) do
+  def handle_params(params, uri, socket) do
-    {:noreply, load_statistics(socket)}
+    # Query params: after push_patch, params may not include query string in some cases;
+    # always derive from URI as well so fee_type_id is reliable.
+    uri_query = if uri, do: URI.decode_query(URI.parse(uri).query || ""), else: %{}
+    fee_type_id = params["fee_type_id"] || uri_query["fee_type_id"]
+    fee_type_id = normalize_fee_type_id(fee_type_id)
+
+    socket =
+      socket
+      |> assign(:selected_fee_type_id, fee_type_id)
+      |> load_statistics()
+
+    {:noreply, socket}
   end
 
+  defp normalize_fee_type_id(nil), do: nil
+  defp normalize_fee_type_id(""), do: nil
+
+  defp normalize_fee_type_id(id) when is_binary(id) do
+    case String.trim(id) do
+      "" -> nil
+      trimmed -> trimmed
+    end
+  end
+
+  defp normalize_fee_type_id(_), do: nil
+
   @impl true
   def render(assigns) do
     ~H"""
@@ -34,94 +60,104 @@ defmodule MvWeb.StatisticsLive do
         <:subtitle>{gettext("Overview from first membership to today")}</:subtitle>
       </.header>
 
-      <div class="grid grid-cols-1 sm:grid-cols-3 gap-4 mb-8">
+      <section class="mb-8" aria-labelledby="members-heading">
-        <div class="card bg-base-200 shadow-md border border-base-300">
+        <h2 id="members-heading" class="text-xl font-semibold mb-4">{gettext("Members")}</h2>
-          <div class="card-body p-5">
+        <div class="grid grid-cols-1 sm:grid-cols-2 gap-4 mb-6">
-            <h2 class="card-title text-sm font-medium text-base-content/80">
+          <div class="card bg-base-200 shadow-md border border-base-300">
-              {gettext("Active members")}
+            <div class="card-body p-5">
-            </h2>
+              <h3 class="card-title text-sm font-medium text-base-content/80">
-            <p
+                {gettext("Active members")}
-              class="text-3xl font-bold tabular-nums"
+              </h3>
-              aria-label={gettext("Active members") <> ": " <> to_string(@active_count)}
+              <p
-            >
+                class="text-3xl font-bold tabular-nums"
-              {@active_count}
+                aria-label={gettext("Active members") <> ": " <> to_string(@active_count)}
-            </p>
+              >
+                {@active_count}
+              </p>
+            </div>
+          </div>
+          <div class="card bg-base-200 shadow-md border border-base-300">
+            <div class="card-body p-5">
+              <h3 class="card-title text-sm font-medium text-base-content/80">
+                {gettext("Inactive members")}
+              </h3>
+              <p
+                class="text-3xl font-bold tabular-nums"
+                aria-label={gettext("Inactive members") <> ": " <> to_string(@inactive_count)}
+              >
+                {@inactive_count}
+              </p>
+            </div>
           </div>
         </div>
         <div class="card bg-base-200 shadow-md border border-base-300">
-          <div class="card-body p-5">
+          <div class="card-body">
-            <h2 class="card-title text-sm font-medium text-base-content/80">
+            <h3 class="card-title text-lg mb-4">{gettext("Member numbers by year")}</h3>
-              {gettext("Inactive members")}
+            <p class="text-sm text-base-content/70 mb-4">
-            </h2>
+              {gettext("From %{first} to %{last} (relevant years with membership data)",
-            <p
+                first: @years |> List.last() |> to_string(),
-              class="text-3xl font-bold tabular-nums"
+                last: @years |> List.first() |> to_string()
-              aria-label={gettext("Inactive members") <> ": " <> to_string(@inactive_count)}
+              )}
-            >
-              {@inactive_count}
             </p>
+            <.member_numbers_table joins_exits_by_year={@joins_exits_by_year} />
           </div>
         </div>
-        <div class="card bg-base-200 shadow-md border border-base-300">
-          <div class="card-body p-5">
-            <h2 class="card-title text-sm font-medium text-base-content/80">
-              {gettext("Open amount")}
-            </h2>
-            <p
-              class="text-3xl font-bold tabular-nums"
-              aria-label={gettext("Open amount") <> ": " <> MembershipFeeHelpers.format_currency(@open_amount_total)}
-            >
-              {MembershipFeeHelpers.format_currency(@open_amount_total)}
-            </p>
-          </div>
-        </div>
-      </div>
-
-      <section
-        class="card bg-base-200 shadow-md border border-base-300 mb-8"
-        aria-labelledby="joins-exits-heading"
-      >
-        <div class="card-body">
-          <h2 id="joins-exits-heading" class="card-title text-lg mb-4">
-            {gettext("Joins and exits by year")}
-          </h2>
-          <p class="text-sm text-base-content/70 mb-4">
-            {gettext("From %{first} to %{last} (relevant years with membership data)",
-              first: @years |> List.last() |> to_string(),
-              last: @years |> List.first() |> to_string()
-            )}
-          </p>
-          <.joins_exits_bars joins_exits_by_year={@joins_exits_by_year} />
-        </div>
       </section>
 
-      <section
+      <section class="mb-8" aria-labelledby="contributions-heading">
-        class="card bg-base-200 shadow-md border border-base-300 mb-8"
+        <h2 id="contributions-heading" class="text-xl font-semibold mb-4">
-        aria-labelledby="contributions-heading"
+          {gettext("Contributions")}
-      >
+        </h2>
-        <div class="card-body">
+        <div class="flex flex-wrap items-end gap-4 mb-6">
-          <h2 id="contributions-heading" class="card-title text-lg mb-4">
+          <div class="flex items-center gap-2">
-            {gettext("Contributions by year")}
+            <form id="fee-type-form" phx-change="change_fee_type" class="flex items-center gap-2">
-          </h2>
+              <label for="fee-type-filter" class="text-sm font-medium text-base-content/80">
-          <div class="flex flex-col gap-8 items-start">
+                {gettext("Fee type")}:
-            <div class="w-full">
+              </label>
-              <.contributions_bars_by_year
+              <select
-                contributions_by_year={@contributions_by_year}
+                id="fee-type-filter"
-                totals_over_all_years={@totals_over_all_years}
+                name="fee_type_id"
-              />
+                class="select select-bordered select-sm min-w-[10rem]"
-            </div>
+              >
-            <div class="w-full flex flex-col items-center pt-6 mt-2 border-t border-base-300">
+                <option value="" selected={@selected_fee_type_id in [nil, ""]}>
-              <h3 class="text-sm font-semibold mb-3">{gettext("All years combined (pie)")}</h3>
+                  {gettext("All")}
-              <.contributions_pie cycle_totals={@totals_over_all_years} />
+                </option>
-              <p class="text-xs text-base-content/70 mt-2">
+                <%= for ft <- @membership_fee_types do %>
-                <span class="inline-block w-2 h-2 rounded-full bg-success align-middle mr-1"></span>
+                  <option
-                {gettext("Paid")}
+                    value={ft.id}
-                <span class="inline-block w-2 h-2 rounded-full bg-warning align-middle mx-2 mr-1">
+                    selected={to_string(@selected_fee_type_id) == to_string(ft.id)}
-                </span>
+                  >
-                {gettext("Unpaid")}
+                    {ft.name}
-                <span class="inline-block w-2 h-2 rounded-full bg-base-content/20 align-middle mx-2 mr-1">
+                  </option>
-                </span>
+                <% end %>
-                {gettext("Suspended")}
+              </select>
-              </p>
+            </form>
+          </div>
+        </div>
+        <div class="card bg-base-200 shadow-md border border-base-300">
+          <div class="card-body">
+            <h3 class="card-title text-lg mb-4">{gettext("Contributions by year")}</h3>
+            <div class="flex flex-col gap-8 items-start">
+              <div class="w-full">
+                <.contributions_bars_by_year
+                  contributions_by_year={@contributions_by_year}
+                  totals_over_all_years={@totals_over_all_years}
+                />
+              </div>
+              <div class="w-full flex flex-col items-center pt-6 mt-2 border-t border-base-300">
+                <h4 class="text-sm font-semibold mb-3">{gettext("All years combined (pie)")}</h4>
+                <.contributions_pie cycle_totals={@totals_over_all_years} />
+                <p class="text-xs text-base-content/70 mt-2">
+                  <span class="inline-block w-2 h-2 rounded-full bg-success align-middle mr-1"></span>
+                  {gettext("Paid")}
+                  <span class="inline-block w-2 h-2 rounded-full bg-warning align-middle mx-2 mr-1">
+                  </span>
+                  {gettext("Unpaid")}
+                  <span class="inline-block w-2 h-2 rounded-full bg-base-content/20 align-middle mx-2 mr-1">
+                  </span>
+                  {gettext("Suspended")}
+                </p>
+              </div>
             </div>
           </div>
         </div>
@@ -130,70 +166,117 @@ defmodule MvWeb.StatisticsLive do
     """
   end
 
+  @impl true
+  def handle_event("change_fee_type", %{"fee_type_id" => ""}, socket) do
+    {:noreply, push_patch(socket, to: ~p"/statistics")}
+  end
+
+  def handle_event("change_fee_type", %{"fee_type_id" => id}, socket) do
+    {:noreply, push_patch(socket, to: ~p"/statistics?fee_type_id=#{id}")}
+  end
+
   attr :joins_exits_by_year, :list, required: true
 
-  defp joins_exits_bars(assigns) do
+  defp member_numbers_table(assigns) do
-    join_values = Enum.map(assigns.joins_exits_by_year, & &1.joins)
+    rows = assigns.joins_exits_by_year
-    exit_values = Enum.map(assigns.joins_exits_by_year, & &1.exits)
+    total_activity = Enum.map(rows, fn r -> r.joins + r.exits end)
-    max_joins = max((join_values != [] && Enum.max(join_values)) || 0, 1)
+    max_total = (total_activity != [] && Enum.max(total_activity)) || 1
-    max_exits = max((exit_values != [] && Enum.max(exit_values)) || 0, 1)
 
-    assigns = assign(assigns, :max_joins, max_joins)
+    rows_with_pct =
-    assigns = assign(assigns, :max_exits, max_exits)
+      Enum.map(rows, fn row ->
+        sum = row.joins + row.exits
+
+        bar_pct =
+          if max_total > 0 and sum > 0, do: Float.round(sum / max_total * 100, 1), else: 0
+
+        seg_scale = max(sum, 1)
+        joins_pct = row.joins / seg_scale * 100
+        exits_pct = row.exits / seg_scale * 100
+
+        %{
+          year: row.year,
+          joins: row.joins,
+          exits: row.exits,
+          bar_pct: bar_pct,
+          joins_pct: Float.round(joins_pct, 1),
+          exits_pct: Float.round(exits_pct, 1)
+        }
+      end)
+
+    assigns = assign(assigns, :rows, rows_with_pct)
 
     ~H"""
     <div
-      class="space-y-4"
+      class="overflow-x-auto"
       role="img"
-      aria-label={gettext("Joins and exits by year as horizontal bar chart")}
+      aria-label={gettext("Member numbers by year as table with bars")}
     >
-      <div class="flex gap-4 text-sm mb-2">
+      <table class="table table-sm w-full">
-        <span class="flex items-center gap-2">
+        <thead class="bg-base-300">
-          <span class="inline-block w-4 h-3 rounded bg-success" aria-hidden="true"></span>
+          <tr>
-          {gettext("Joins")}
+            <th scope="col" class="text-base-content font-semibold w-20">{gettext("Year")}</th>
-        </span>
+            <th scope="col" class="text-base-content font-semibold">{gettext("Joins")}</th>
-        <span class="flex items-center gap-2">
+            <th scope="col" class="text-base-content font-semibold">{gettext("Exits")}</th>
-          <span class="inline-block w-4 h-3 rounded bg-error" aria-hidden="true"></span>
+          </tr>
-          {gettext("Exits")}
+        </thead>
-        </span>
+        <tbody>
-      </div>
+          <%= for row <- @rows do %>
-      <div class="space-y-3">
+            <tr>
-        <%= for item <- @joins_exits_by_year do %>
+              <td
-          <div class="flex flex-col sm:flex-row sm:items-center gap-2">
+                rowspan="2"
-            <span class="w-12 font-mono text-sm shrink-0" id={"year-#{item.year}"}>{item.year}</span>
+                class="font-mono align-middle border-b-0"
-            <div class="flex-1 min-w-0 space-y-1">
+              >
-              <div class="flex items-center gap-2">
+                {row.year}
-                <span class="text-xs w-8 shrink-0">{item.joins}</span>
+              </td>
-                <div
+              <td colspan="2" class="align-top p-1 pb-0 border-b-0">
-                  class="h-6 bg-base-300 rounded overflow-hidden flex min-w-[4rem]"
+                <div class="h-6 rounded overflow-hidden bg-base-300 relative min-w-[4rem]">
-                  role="presentation"
-                >
                   <div
-                    class="h-full bg-success transition-all min-w-[2px]"
+                    class="flex h-full absolute left-0 top-0 bottom-0 min-w-0 rounded"
-                    style={"width: #{max(0, min(100, Float.round(item.joins / @max_joins * 100, 1)))}%"}
+                    style={"width: #{max(0, row.bar_pct)}%"}
-                    aria-hidden="true"
                   >
+                    <div
+                      class="h-full bg-success min-w-0 rounded-l"
+                      style={"width: #{row.joins_pct}%"}
+                      title={gettext("Joins")}
+                    >
+                    </div>
+                    <div
+                      class="h-full bg-error min-w-0 rounded-r"
+                      style={"width: #{row.exits_pct}%"}
+                      title={gettext("Exits")}
+                    >
+                    </div>
                   </div>
                 </div>
-              </div>
+              </td>
-              <div class="flex items-center gap-2">
+            </tr>
-                <span class="text-xs w-8 shrink-0">{item.exits}</span>
+            <tr>
-                <div
+              <td class="align-middle text-xs font-mono text-base-content whitespace-nowrap pt-0">
-                  class="h-6 bg-base-300 rounded overflow-hidden flex min-w-[4rem]"
+                <span class="inline-flex items-center gap-1.5">
-                  role="presentation"
+                  {row.joins}
-                >
+                  <span
-                  <div
+                    class="inline-block w-2 h-2 rounded-full bg-success shrink-0"
-                    class="h-full bg-error transition-all min-w-[2px]"
-                    style={"width: #{max(0, min(100, Float.round(item.exits / @max_exits * 100, 1)))}%"}
                     aria-hidden="true"
+                    title={gettext("Joins")}
                   >
-                  </div>
+                  </span>
-                </div>
+                </span>
-              </div>
+              </td>
-            </div>
+              <td class="align-middle text-xs font-mono text-base-content whitespace-nowrap pt-0">
-          </div>
+                <span class="inline-flex items-center gap-1.5">
-        <% end %>
+                  {row.exits}
-      </div>
+                  <span
+                    class="inline-block w-2 h-2 rounded-full bg-error shrink-0"
+                    aria-hidden="true"
+                    title={gettext("Exits")}
+                  >
+                  </span>
+                </span>
+              </td>
+            </tr>
+          <% end %>
+        </tbody>
+      </table>
     </div>
     """
   end
@@ -426,26 +509,40 @@ defmodule MvWeb.StatisticsLive do
     """
   end
 
+  defp load_fee_types(socket) do
+    actor = current_actor(socket)
+
+    fee_types =
+      MembershipFeeType
+      |> Ash.Query.sort(name: :asc)
+      |> Ash.read!(domain: Mv.MembershipFees, actor: actor)
+
+    assign(socket, :membership_fee_types, fee_types)
+  end
+
   defp load_statistics(socket) do
     actor = current_actor(socket)
-    opts = [actor: actor]
+    fee_type_id = socket.assigns[:selected_fee_type_id]
+    # Member stats must never depend on fee type (only contributions do)
+    opts_member = [actor: actor]
+
+    opts_contributions =
+      [actor: actor] ++ if fee_type_id, do: [fee_type_id: fee_type_id], else: []
 
     current_year = Date.utc_today().year
-    first_year = Statistics.first_join_year(opts) || current_year
+    first_year = Statistics.first_join_year(opts_member) || current_year
     years = first_year..current_year |> Enum.to_list() |> Enum.reverse()
 
-    active_count = Statistics.active_member_count(opts)
+    active_count = Statistics.active_member_count(opts_member)
-    inactive_count = Statistics.inactive_member_count(opts)
+    inactive_count = Statistics.inactive_member_count(opts_member)
-    open_amount_total = Statistics.open_amount_total(opts)
+    joins_exits_by_year = build_joins_exits_by_year(years, opts_member)
-    joins_exits_by_year = build_joins_exits_by_year(years, opts)
+    contributions_by_year = build_contributions_by_year(years, opts_contributions)
-    contributions_by_year = build_contributions_by_year(years, opts)
     totals_over_all_years = sum_cycle_totals(contributions_by_year)
 
     assign(socket,
       years: years,
       active_count: active_count,
       inactive_count: inactive_count,
-      open_amount_total: open_amount_total,
       joins_exits_by_year: joins_exits_by_year,
       contributions_by_year: contributions_by_year,
       totals_over_all_years: totals_over_all_years

test/mv_web/live/statistics_live_test.exs

@@ -15,9 +15,9 @@ defmodule MvWeb.StatisticsLiveTest do
 
       assert html =~ "Statistics"
       assert html =~ "Active members"
-      assert html =~ "Open amount"
+      assert html =~ "Unpaid"
       assert html =~ "Contributions by year"
-      assert html =~ "Joins and exits by year"
+      assert html =~ "Member numbers by year"
     end
 
     test "page shows overview of all relevant years without year selector", %{conn: conn} do